cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Quickbooks added a transaction from my bank account as a transfer, how do I change it to an expense?

 
1 Comment
Highlighted
QuickBooks Team
QuickBooks Team

Quickbooks added a transaction from my bank account as a transfer, how do I change it to an expense?

Let me guide you on how to change the downloaded transaction to expense, terry29.

 

We can go to the For Review tab and link the transaction to an expense account.

 

Here's how:

 

  1. Click Banking on the left side menu.
  2. Choose Banking.
  3. Tick the For Review tab.
  4. Select the transfer transaction.
  5. Hit the Category drop-down and choose an expense account.
  6. Tap Add.

banking01.PNG banking02.PNG

For more details about categorizing downloaded bank transactions, please refer to this article: Assign, categorize, edit, and add your downloaded banking transactions.

 

You can also edit the transaction once you added them to your register. Just follow the steps in this article: Find, review, and edit transactions in account registers. Then, go to Step 2: Edit a transaction section. 

 

I've got a link here that provides you with articles about managing your bank transactions: Find help with bank feeds and reconciling accounts.

 

Fill me in if you need a hand with reconciling your bank accounts or any QuickBooks Online related. I'm glad to help. 

Need to get in touch?

Contact us